Aug 24, 2018 12:06 PM
Dear HubSpot Community,
I used Excel as CRM and now uploaded my contacts, including a column which included the Call Log (includes tasks/next steps). How can I convert that Call Log into "Tasks" in HubSpot and link them to the individual contact?
I would appreciate any insight/help!
Aug 24, 2018 1:56 PM
I'm not sure if anything has changed regarding this topic in the past year, but check out this thread.
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HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer
Aug 24, 2018 7:50 PM
HubSpot doesn't currently support import of tasks (or any engagements in the timeline), so you're best bet is to use a 3rd party tool.
You can check out Import2 Wizard, which is a certified connect app for HubSpot, and allows you to import CSV's of any record type into HubSpot, including engagements.
The steps are pretty quick and painless:
If you need any help along the way, there's live chat support while you're doing the import.
I included a short animation below which shows the process.
Hope it helps!
Aug 25, 2018 4:55 AM
I checked https://www.import2.com/hubspot/crm/new but that tool doesn't seem to address the issue. I do have an Excel sheet as basis to upload into HubSpot, not a CRM tool to download data from. It appears that Import2 seeks a CRM tool to import the data from a CRM tool only.
Any other thoughts and/or ideas?
Aug 25, 2018 9:40 AM
Looks like you might have snagged that link from the post that Josh linked to. Try checking out the link I sent over for Import2 Wizard (http://wizard.import2.com) as this is the self-service tool that you can use CSV files and the steps mentioned earlier.
Let me know though if you have any other questions!